Morningstar appoints co-heads of managed funds research

morningstar financial planners fund manager chief executive

21 August 2009
| By Benjamin Levy |

Morningstar has appointed Chris Douglas and Tim Murphy as co-heads of its managed funds research team. Douglas will be responsible for leading the fund manager review process, while Murphy will manage model portfolios and relationships with consulting and adviser clients.

They will also be responsible for coordinating their local fund research with other research teams.

Former head of adviser and research Anthony Serhan will take up the position of managing director of consulting firm Intech.

Morningstar is also creating an enhanced ratings committee structure, consisting of former Credit Suisse Boston First head of equity research Tony Young, in-house research staff and senior analysts.

Chief executive Andrew Bird said Douglas and Murphy will continue to drive forward improvements to Morningstar's fund research processes and the services it provides to investors and financial planners.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 3 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 4 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

2 weeks 3 days ago

TOP PERFORMING FUNDS